Shane will work closely with you to develop and maintain an investment strategy that is designed to help you achieve your financial goals. Effective investment management is an ongoing process that allows him to tailor a plan that can adapt to market fluctuations and changing life circumstances. This investment strategy process includes the following four important steps:
- Understanding You — Shane will listen carefully to identify your personal financial goals, risk tolerance, and time horizon.
- Structuring Your Portfolio — He will then determine the proper asset allocation and diversification for your investment portfolio based on your needs and goals.
- Selecting Optimal Investments — Next, he will recommend appropriate investments for your portfolio, which may include a combination of stocks, bonds and/or mutual funds, and professional money managers.
- Monitoring Your Portfolio — Periodically, he will meet with you to conduct a careful review of your investment portfolio and adjust your portfolio’s asset allocation as needed.
The result is an investment strategy designed to evolve seamlessly through every stage of your financial life.
Diversification and asset allocation does not ensure a profit or guarantee protection against a loss.